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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $948M AUM 544 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 78 New 274 Added 129 Reduced 42 Exited
Page 24 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 6,000.0 $254K 0.03% NEW $42.34 +13.5%
462 CAAA FIRST TR EXCHANGE-TRADED FD 12,480.0 $253K 0.03% +3K +26.4% $20.31 -0.3%
463 LTPZ PIMCO ETF TR 5,000.0 $253K 0.03% $50.65 -6.9%
464 MS MORGAN STANLEY Financial Services 1,210.0 $253K 0.03% NEW $209.09 +4.4%
465 SE SEA LTD Consumer Cyclical 2,635.0 $253K 0.03% +21.0 +0.8% $95.83 +24.6%
466 DJUL FIRST TR EXCHNG TRADED FD VI 5,026.0 $252K 0.03% -485.0 -8.8% $50.15 +2.2%
467 FJUN FIRST TR EXCHNG TRADED FD VI 4,184.0 $251K 0.03% NEW $59.95 +2.3%
468 GWW WW GRAINGER INC Industrials 184.0 $250K 0.03% -18.0 -8.9% $1360.40 -3.1%
469 DIVB ISHARES TR 4,063.0 $250K 0.03% +265.0 +7.0% $61.61 +9.4%
470 MINT PIMCO ETF TR 2,483.0 $250K 0.03% -95.0 -3.7% $100.79 -0.1%
471 FCTR FIRST TR EXCHANGE-TRADED FD 6,092.0 $249K 0.03% $40.82 -2.0%
472 SHYG ISHARES TR 5,863.0 $249K 0.03% +122.0 +2.1% $42.41 -0.5%
473 SYK STRYKER CORPORATION Healthcare 786.0 $247K 0.03% -107.0 -12.0% $314.84 +5.3%
474 DVN DEVON ENERGY CORP NEW Energy 5,933.0 $245K 0.03% +2K +38.3% $41.32 +15.1%
475 IEUR ISHARES TR 3,246.0 $244K 0.03% -287.0 -8.1% $75.17 +3.8%
476 JIRE J P MORGAN EXCHANGE TRADED F 2,956.0 $244K 0.03% -567.0 -16.1% $82.49 +4.0%
477 SKYY FIRST TR EXCHANGE-TRADED FD 1,811.0 $244K 0.03% NEW $134.56 +20.6%
478 GD GENERAL DYNAMICS CORP Industrials 686.0 $243K 0.03% $354.24 +10.4%
479 IFRA ISHARES TR 3,793.0 $239K 0.03% +83.0 +2.2% $63.03 -1.5%
480 TFLO ISHARES TR 4,720.0 $239K 0.03% NEW $50.63 -0.1%
Page 24 of 28  ·  544 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.7%
Financial Services 17.4%
Consumer Cyclical 9.1%
Communication Services 8.4%
Industrials 7.3%
Consumer Defensive 5.9%
Healthcare 5.3%
Energy 3.5%
Real Estate 1.5%
Utilities 1.2%